Overview

Are you a member of an ultra-wealthy family with a complex financial situation involving most of the following needs?

• Integrated tax and estate planning
• Investment strategy development
• Trusteeship
• Risk management
• Lifestyle management
• Recordkeeping and reporting
• Family continuity and contingency planning
• Family philanthropy

These are the eight areas of service offered by a multi-family office (MFO).

If you have these needs, DKE, Inc.'s Virtual Family Office has a customized solution for you to consider.

View our Capital Management overview.